# Clark Planning & Investment Advisory

Clark Planning & Investment Advisory is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 123020
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/123020

## About

CLARK PLANNING & INVESTMENT ADVISORY is a state-registered investment adviser in BIRMINGHAM, AL. The firm manages approximately $11 million in regulatory assets. It has 2 employees and 2 investment advisers.

## Related profiles

- [Langdon Financial Management](https://altss.com/profile/langdon-financial-management-inc)
- [Cooney Financial Advisors](https://altss.com/profile/cooney-financial-advisors-inc)

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Last updated: 2026-07-06T01:24:14.225Z

Canonical page: https://altss.com/profile/clark-planning-and-investment-advisory

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